Sponsored

The Analysis of BetterWealth, LLC's Holdings & P&L

Currently, BetterWealth, LLC holds 86 types of securities in its portfolio with a total value $565.3M. In the most recent quarter, they have increased their positions in BIV (+39.3K shares, valued at $3.0M), VBIL (+27.7K shares, valued at $2.1M), BSV (+19.0K shares, valued at $1.5M); decreased their positions in AAPL (-11.2K shares, valued at $3.2M), DFAX (-13.6K shares, valued at $500.8K), AVEM (-4.5K shares, valued at $432.6K); initiated new positions in ZYME (+18.6K shares, valued at $486.8K), QCOM (+1.5K shares, valued at $269.6K), IWM (+734 shares, valued at $220.5K).

1M P&L

+5.1M+0.89%

3M P&L

+17.0M+3.04%

HY P&L

+50.2M+9.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A487.7M

86.9%

2Consumer Electronics47.5M

8.5%

3Internet Content & Information6.2M

1.1%

Top Industries by Stock Count

1N/A47 stocks

61.0%

2Semiconductors5 stocks

6.5%

3Drug Manufacturers - General3 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.8M shares0.25%2026-06-302026-07-22

DFAX DIMENSIONAL ETF TRUST1.8M shares-0.75%2026-06-302026-07-22

VBIL VANGUARD INSTL INDEX FD682.8K shares4.23%2026-06-302026-07-22

AAPL APPLE INC164.0K shares-6.40%2026-06-302026-07-22

BIV VANGUARD BD INDEX FDS521.2K shares8.15%2026-06-302026-07-22

EBI RBB FUND TRUST582.6K shares0.00%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS304.6K shares6.64%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR163.6K shares-0.11%2026-06-302026-07-22

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT584.6K shares0.87%2026-06-302026-07-22

AVRE AMERICAN CENTY ETF TR347.6K shares2.45%2026-06-302026-07-22

CGDV CAPITAL GROUP DIVIDEND VALUE248.4K shares3.25%2026-06-302026-07-22

CGGR CAPITAL GROUP GROWTH ETF220.0K shares3.05%2026-06-302026-07-22

AVEM AMERICAN CENTY ETF TR104.6K shares-4.11%2026-06-302026-07-22

DISV DIMENSIONAL ETF TRUST165.8K shares-0.00%2026-06-302026-07-22

GOOG ALPHABET INC16.0K shares-0.59%2026-06-302026-07-22

DIHP DIMENSIONAL ETF TRUST164.3K shares-0.42%2026-06-302026-07-22

Sponsored

DUHP DIMENSIONAL ETF TRUST125.5K shares-2.71%2026-06-302026-07-22

DFEM DIMENSIONAL ETF TRUST126.8K shares-0.78%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS62.2K shares3.87%2026-06-302026-07-22

DFSV DIMENSIONAL ETF TRUST94.4K shares-2.25%2026-06-302026-07-22

DFSU DIMENSIONAL ETF TRUST57.7K shares4.53%2026-06-302026-07-22

NVDA NVIDIA CORPORATION11.4K shares-0.50%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON8.4K shares-1.17%2026-06-302026-07-22

SHOP SHOPIFY INC18.3K shares0.00%2026-06-302026-07-22

Sponsored

VOO VANGUARD INDEX FDS3.0K shares-0.10%2026-06-302026-07-22

TSLA TESLA INC4.6K shares-0.04%2026-06-302026-07-22

VCEB VANGUARD WORLD FD26.2K shares3.22%2026-06-302026-07-22

DFSD DIMENSIONAL ETF TRUST33.0K shares9.67%2026-06-302026-07-22

DFAT DIMENSIONAL ETF TRUST17.5K shares-1.45%2026-06-302026-07-22

DFSI DIMENSIONAL ETF TRUST26.8K shares1.99%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC1.4K shares0.00%2026-06-302026-07-22

DFUV DIMENSIONAL ETF TRUST18.3K shares0.00%2026-06-302026-07-22

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares0.00%2026-06-302026-07-22

AMZN AMAZON COM INC3.8K shares14.39%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS12.6K shares0.00%2026-06-302026-07-22

DFSB DIMENSIONAL ETF TRUST17.0K shares8.85%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC732 shares-0.14%2026-06-302026-07-22

QQQ INVESCO QQQ TR1.1K shares0.18%2026-06-302026-07-22

KLAC KLA CORP2.7K shares902.61%2026-06-302026-07-22

LLY ELI LILLY & CO654 shares0.31%2026-06-302026-07-22

Sponsored

VV VANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC1.2K shares0.00%2026-06-302026-07-22

ES EVERSOURCE ENERGY9.5K shares0.03%2026-06-302026-07-22

MSFT MICROSOFT CORP1.8K shares26.30%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-22

DFSE DIMENSIONAL ETF TRUST13.1K shares5.75%2026-06-302026-07-22

CVX CHEVRON CORPORATION3.6K shares-5.20%2026-06-302026-07-22

ADI ANALOG DEVICES INC1.5K shares-0.13%2026-06-302026-07-22

Sponsored

GOOGL ALPHABET INC1.5K shares-20.66%2026-06-302026-07-22

LRCX LAM RESEARCH CORP1.2K shares0.85%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC4.3K shares0.16%2026-06-302026-07-22

ZYME ZYMEWORKS INC18.6K sharesnew addition2026-06-302026-07-22

FNDE SCHWAB STRATEGIC TR11.3K shares-5.99%2026-06-302026-07-22

WMT WALMART INC3.7K shares0.00%2026-06-302026-07-22

VTV VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR14.1K shares-7.22%2026-06-302026-07-22

Sponsored

VB VANGUARD INDEX FDS1.2K shares1.46%2026-06-302026-07-22

MAGS LISTED FDS TR5.8K shares0.00%2026-06-302026-07-22

VXUS VANGUARD STAR FDS4.1K shares0.00%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP2.5K shares0.00%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-06-302026-07-22

CAT CATERPILLAR INC318 shares0.00%2026-06-302026-07-22

FNDX SCHWAB STRATEGIC TR10.7K shares-11.76%2026-06-302026-07-22

SCHX SCHWAB STRATEGIC TR10.3K shares-9.61%2026-06-302026-07-22

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO905 shares0.00%2026-06-302026-07-22

WFC WELLS FARGO & CO3.5K shares0.00%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T381 shares0.00%2026-06-302026-07-22

LRGF ISHARES TR3.8K shares0.00%2026-06-302026-07-22

AVBH AVIDBANK HLDGS INC8.5K shares0.00%2026-06-302026-07-22

BROADCOM INC BROADCOM INC737 shares0.00%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION295 shares0.00%2026-06-302026-07-22

EXPO EXPONENT INC4.7K shares0.02%2026-06-302026-07-22

Sponsored

SCHB SCHWAB STRATEGIC TR9.5K shares0.00%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC480 shares0.63%2026-06-302026-07-22

QCOM QUALCOMM INC1.5K sharesnew addition2026-06-302026-07-22

SBUX STARBUCKS CORP2.6K shares0.00%2026-06-302026-07-22

FNDF SCHWAB STRATEGIC TR4.7K shares-10.41%2026-06-302026-07-22

USB US BANCORP4.1K shares0.07%2026-06-302026-07-22

AMGN AMGEN INC678 shares0.30%2026-06-302026-07-22

IWV ISHARES TR551 shares0.00%2026-06-302026-07-22

Sponsored

PCG PG&E CORP13.7K shares0.00%2026-06-302026-07-22

VGSR MANAGER DIRECTED PORTFOLIOS19.9K shares5.27%2026-06-302026-07-22

SPTS SPDR SERIES TRUST7.8K shares0.00%2026-06-302026-07-22

IWM ISHARES TR734 sharesnew addition2026-06-302026-07-22

PHG KONINKLIJKE PHILIPS N V8.0K shares3.70%2026-06-302026-07-22

VEU VANGUARD INTL EQUITY INDEX F2.4K sharesnew addition2026-06-302026-07-22

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares2.8M

Event2026-06-30

Filed2026-07-22

DFAX

DIMENSIONAL ETF TRUST

-0.75%

Shares1.8M

Event2026-06-30

Filed2026-07-22

VBIL

VANGUARD INSTL INDEX FD

4.23%

Shares682.8K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-6.40%

Shares164.0K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

8.15%

Shares521.2K

Event2026-06-30

Filed2026-07-22

EBI

RBB FUND TRUST

0.00%

Shares582.6K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

6.64%

Shares304.6K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

-0.11%

Shares163.6K

Event2026-06-30

Filed2026-07-22

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.87%

Shares584.6K

Event2026-06-30

Filed2026-07-22

AVRE

AMERICAN CENTY ETF TR

2.45%

Shares347.6K

Event2026-06-30

Filed2026-07-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

3.25%

Shares248.4K

Event2026-06-30

Filed2026-07-22

CGGR

CAPITAL GROUP GROWTH ETF

3.05%

Shares220.0K

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

-4.11%

Shares104.6K

Event2026-06-30

Filed2026-07-22

DISV

DIMENSIONAL ETF TRUST

-0.00%

Shares165.8K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-0.59%

Shares16.0K

Event2026-06-30

Filed2026-07-22

DIHP

DIMENSIONAL ETF TRUST

-0.42%

Shares164.3K

Event2026-06-30

Filed2026-07-22

DUHP

DIMENSIONAL ETF TRUST

-2.71%

Shares125.5K

Event2026-06-30

Filed2026-07-22

DFEM

DIMENSIONAL ETF TRUST

-0.78%

Shares126.8K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

3.87%

Shares62.2K

Event2026-06-30

Filed2026-07-22

DFSV

DIMENSIONAL ETF TRUST

-2.25%

Shares94.4K

Event2026-06-30

Filed2026-07-22

DFSU

DIMENSIONAL ETF TRUST

4.53%

Shares57.7K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-0.50%

Shares11.4K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-1.17%

Shares8.4K

Event2026-06-30

Filed2026-07-22

SHOP

SHOPIFY INC

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

-0.10%

Shares3.0K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-0.04%

Shares4.6K

Event2026-06-30

Filed2026-07-22

VCEB

VANGUARD WORLD FD

3.22%

Shares26.2K

Event2026-06-30

Filed2026-07-22

DFSD

DIMENSIONAL ETF TRUST

9.67%

Shares33.0K

Event2026-06-30

Filed2026-07-22

DFAT

DIMENSIONAL ETF TRUST

-1.45%

Shares17.5K

Event2026-06-30

Filed2026-07-22

DFSI

DIMENSIONAL ETF TRUST

1.99%

Shares26.8K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

14.39%

Shares3.8K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-22

DFSB

DIMENSIONAL ETF TRUST

8.85%

Shares17.0K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

-0.14%

Shares732

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-22

KLAC

KLA CORP

902.61%

Shares2.7K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

0.31%

Shares654

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

EVERSOURCE ENERGY

0.03%

Shares9.5K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

26.30%

Shares1.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

DFSE

DIMENSIONAL ETF TRUST

5.75%

Shares13.1K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-5.20%

Shares3.6K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

-0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-20.66%

Shares1.5K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

0.85%

Shares1.2K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

0.16%

Shares4.3K

Event2026-06-30

Filed2026-07-22

ZYME

ZYMEWORKS INC

New

Shares18.6K

Event2026-06-30

Filed2026-07-22

FNDE

SCHWAB STRATEGIC TR

-5.99%

Shares11.3K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

-7.22%

Shares14.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

1.46%

Shares1.2K

Event2026-06-30

Filed2026-07-22

MAGS

LISTED FDS TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

0.00%

Shares318

Event2026-06-30

Filed2026-07-22

FNDX

SCHWAB STRATEGIC TR

-11.76%

Shares10.7K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

-9.61%

Shares10.3K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.00%

Shares905

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

0.00%

Shares381

Event2026-06-30

Filed2026-07-22

LRGF

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-22

AVBH

AVIDBANK HLDGS INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

0.00%

Shares737

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

0.00%

Shares295

Event2026-06-30

Filed2026-07-22

EXPO

EXPONENT INC

0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

0.63%

Shares480

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

SBUX

STARBUCKS CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

FNDF

SCHWAB STRATEGIC TR

-10.41%

Shares4.7K

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

0.07%

Shares4.1K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

0.30%

Shares678

Event2026-06-30

Filed2026-07-22

IWV

ISHARES TR

0.00%

Shares551

Event2026-06-30

Filed2026-07-22

PCG

PG&E CORP

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-22

VGSR

MANAGER DIRECTED PORTFOLIOS

5.27%

Shares19.9K

Event2026-06-30

Filed2026-07-22

SPTS

SPDR SERIES TRUST

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

New

Shares734

Event2026-06-30

Filed2026-07-22

PHG

KONINKLIJKE PHILIPS N V

3.70%

Shares8.0K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available